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JPMorgan Ultra-Short Municipal Income ETF

225 hedge funds and large institutions have $1.1B invested in JPMorgan Ultra-Short Municipal Income ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 57

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

14% more capital invested

Capital invested by funds: $964M → $1.1B (+$135M)

13% more funds holding

Funds holding: 199225 (+26)

3.31% less ownership

Funds ownership: 63.39%60.08% (-3.3%)

Holders
225
Holders Change
+26
Holders Change %
+13.07%
% of All Funds
3.92%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
43
Increased
101
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$2.77M +$206K +4,033 +8%
HWAM
77
Hennion & Walsh Asset Management
New Jersey
$2.72M +$119K +2,340 +5%
JWCA
78
J.W. Cole Advisors
Florida
$2.71M +$2.71M +53,003 New
AA
79
Ancora Advisors
Ohio
$2.68M -$1.2M -23,586 -31%
SF
80
Synovus Financial
Georgia
$2.64M +$1.23M +24,087 +87%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$2.6M +$2.6M +50,902 New
EWM
82
Elmwood Wealth Management
California
$2.6M +$825K +16,150 +47%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$2.59M -$631K -12,354 -20%
JF
84
JSF Financial
California
$2.53M -$184K -3,595 -7%
LWMG
85
Levy Wealth Management Group
Pennsylvania
$2.47M +$1.06M +20,795 +76%
FCA
86
FinTrust Capital Advisors
South Carolina
$2.4M +$511K +10,000 +27%
IA
87
IFP Advisors
Florida
$2.34M -$876K -17,151 -27%
SW
88
SVB Wealth
Massachusetts
$2.31M +$1.15M +22,435 +98%
HIP
89
HUB Investment Partners
Texas
$2.29M +$583K +11,415 +34%
BWG
90
Beta Wealth Group
California
$2.25M +$1.5M +29,388 +199%
OMC
91
Old Mission Capital
Illinois
$2.23M +$2.23M +43,650 New
DAS
92
Dynamic Advisor Solutions
Arizona
$2.17M -$586K -11,470 -21%
DT
93
Daniels + Tansey
Delaware
$2.15M -$95.6K -1,873 -4%
CFG
94
Cooper Financial Group
California
$2.12M -$294K -5,765 -12%
DI
95
DFPG Investments
Utah
$2.05M +$523K +10,244 +34%
PCM
96
Pennsylvania Capital Management
Pennsylvania
$1.9M +$265K +5,183 +16%
YIA
97
YHB Investment Advisors
Connecticut
$1.86M -$368K -7,205 -17%
DC
98
Derby & Company
Massachusetts
$1.78M +$35.8K +702 +2%
CC
99
Callan Capital
California
$1.73M +$97K +1,900 +6%
GSWM
100
Golden State Wealth Management
California
$1.71M +$1.71M +33,484 New